Ulta Beauty (ULTA): analysis and statistics
Return, volatility, Sharpe ratio and risk for Ulta Beauty, an S&P 500 component in the Consumer Discretionary sector. Data as of 2026-07-30.
| Last close price | $516.73 |
| Sector (GICS) | Consumer Discretionary |
| Annualized return (3.0 yr) | +5.15% |
| Total return over period | +16.17% |
| Annualized volatility | 35.00% |
| Sharpe ratio | 0.04 |
| Sortino ratio | 0.06 |
| Max drawdown | -44.56% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.71% |
| Correlation with the S&P 500 | 0.37 |
| Period range | $314.47 – $706.82 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Ulta Beauty (ULTA) has posted an annualized return of +5.15% with annual volatility of 35.00%, a Sharpe ratio of 0.04. Its worst stretch (max drawdown from a peak) was -44.56%. Its correlation with the S&P 500 is 0.37, which means it moves fairly independently of the index, useful for diversification.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how ULTA would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
Optimize a portfolio with ULTA →
Other Consumer Discretionary stocks
What is the Sharpe ratio? · How to optimize an S&P 500 portfolio